For IT

Installation and upgrades

Installing the system as a Windows service on the AutoCount server, opening it from other PCs, upgrading and removing it.

What you need

• A 64-bit Windows PC that can reach the AutoCount SQL Server, usually the AutoCount server itself.
• SQL Server with SQL Server and Windows Authentication mode and TCP/IP enabled.
• The setup folder from WealthWell Solution: WealthWellReport.exe, install.bat, uninstall.bat and nssm.exe.

Installing

1. Right-click install.bat and choose Run as administrator.
2. It installs to C:\Program Files\WealthWell Report System, registers the Windows service WealthWell Report System (starts with Windows, restarts if it stops) and opens the firewall port (3030 by default).
3. On the server PC open http://localhost:3030. A new installation opens Settings: link the account book and create the read-only login.
4. Sign in as ADMIN with the default password from WealthWell Solution, choose your own, then set up users and roles.

Opening it from other PCs

On any PC on the network open http://<server-name-or-IP>:3030. Create a desktop shortcut or bookmark for staff.

Upgrading

1. Copy the new WealthWellReport.exe into the setup folder.
2. Run install.bat as administrator again. Your settings and data are kept.
3. In each browser press Ctrl + Shift + R once to load the new pages.

Files to keep

These live in the installation folder and hold your settings and data. Back them up with your AutoCount backups:

Removing

Run uninstall.bat as administrator. It asks whether to keep your settings and data.

The service writes its log to logs\service.log in the installation folder.